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At Hayek Kallen Investment Management our goal is to work closely with our clients to ensure that you have a thorough understanding about how we approach investing your assets to meet stated goals while supporting your ongoing needs through responsive, personalized service.
For nearly 20 years we've tested and refined our client process by adopting the following principles:
- We serve as a fiduciary, with a legal and moral responsibility to represent your interests.
- We do not act as a custodian or take possession of your assets, but instead utilize the services of Charles Schwab & Co. and TD Ameritrade to provide this function (or other trusted custodial relationships at client request).
- We work with you to understand and develop a long-term investment plan that addresses your individual needs.
- We communicate frequently and openly with you to ensure that the decisions we make are consistent with your objectives, needs and circumstances.
- We utilize technology to communicate and interact with you giving you an up-to-the-minute understanding of your financial situation.
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